Scale and Grow Rich 2025

Develop Your Game Plan and Make 2025 Your Best Year Yet

February 21st – 23rd, 2025 San Diego Marriott Mission Valley

Join Your Maui Peers For This Exclusive Business Owner Event!

Dear Business Owner,

For the past twelve years Maui has hosted a very exclusive business owner retreat in Southern California for our top business coaching clients. This event was created to leverage our wildly successful Wealth Summit retreat in Maui, that we have held for over a decade now.

This event in California will allow us to focus on you and your 2025 game plan. You will receive the concrete action steps you need to scale and grow your business in 2025.

As you can imagine, spending three days together in an informal learning environment with Maui Advisors and your fellow Business Owner Peers has had an amazing impact on past participants.

Here are just a few of the amazing results past participants have experienced:

  • One participant grew his company 10 times faster than his 12 year historic average
  • Another tech company increased her company’s value by over $4 million in 48 months.
  • A physician increased his practice’s profit by $750,000, and at the same time reduced his working week by 15 hours a week.
  • A wholesaler grew his sales from $15 million per year to over $23 million.
  • Another participant grew his professional services firm by 37% and still was able to take off a total of 8 weeks of vacation with his family.
  • A manufacturer doubled his pre-tax profits to over $2 million per year.
  • A “blue collar” service business owner was not only able to reduce his working hours from 50 per week down to under 30 per week, but for the first time ever he earned over $500,000 in profit.

And the list goes on and on.

This event will be a catalyst for growth within your own business. In my opinion, it’s the closest we’ve been able to come to the knowledge and feel of our full Wealth Summit experience and the timing is perfect for starting the year off on the right foot. /p>

Past attendees are still feeling the growth years later, with participants growing at annualized rates many times faster than other companies in their industries.

This year’s event theme is “Scale and Grow Rich”. This means that you’ll leave with a clear framework and map to scale your company while at the same time building your wealth.

If coaching 20,000+ business owners over the past two decades has taught me anything it’s this:
Only a small fraction of business owners are ever taught how to build their businesses, reduce their owner reliance, and build their wealth.

This is what sets this Maui event apart from others.

A Short List of Some of What We’ll Be Covering

Here is a short list of some of the things you’ll leave this 3-day business owner retreat with:

  • A detailed strategic plan for your business. That will allow you to reach your 3-5 year business goals easier than you ever thought possible. We do this by creating a 1-page annual plan of action laid out for your company for 2025. (This is one of the biggest reason past participants have had such amazing results from attending – you will leave with a concrete, written plan of action that you are able to execute on as soon as you get back home!)
  • An innovative way to harness the full value of the key business and investment lessons you’ve learned over the past 36 months. Plus, we’ll share with you a unique process, so you can harness the full value of the key lessons your Maui peers have learned as well! This way you can magnify your capacity for learning 100 times over!
  • The five biggest barriers to scaling your privately held company (and the timeline of when you can expect them to come up, along with a detailed formula for dealing with each of them.)
  • 12 tax strategies to increase your “after tax” net income, including 3 little-known ways to use entities to reduce your tax burden by $10,000 or more every year. This one session alone, will more than cover your pay for taking the 3 days to join us – leaving all the other returns and benefits you get from the event as pure gravy.
  • 6 Simple cash flow rules you must follow to allow you to safely scale your company.
  • 2 Tools to radically raise the level of accountability and results inside your company.
  • The real reasons why most companies can’t get their team to use their systems (and what to do about it!)
  • 4 scripted processes to identify your company’s biggest potential leverage points to scale (and a proven process to turn your chosen strategies into a concrete plan to implement.)
  • A 3-Step formula to predict possible outcomes so that you can innovate and seize opportunities for growth (and avoid being blindsided by disruptive competitors and change that could otherwise put you out of business!)
  • How to attract, retain, and empower top talent to help you scale your company.
  • A new model to look at your net worth and harness it to grow your passive cash flow independent of your business.
  • And a whole lot more!

This list no doubt has you eager to learn more, and I encourage you to embrace that excitement and join your business peers in California this January.

As you know, the core focus of the Maui companies has always been on helping business owners build businesses that they can sell, scale, or own passively. For over a decade we’ve helped business owners build companies that they love, and make sure that they leverage their business success to serve their deeper values.

Scale and Grow Rich is a step towards that goal.

Strategic Planning to Create Your Game Plan: Mapping Out Your Multi-Year and 1-Year Plan of Action

During the workshop we’ll take a deep, hard look at what your business will look like in the next 3-5 years: the composition of your team; its capabilities; its market share and positioning; its key products; its most important customers; etc.

A full day of this workshop will be dedicated to helping you craft your 3-year business plan. This plan will be detailed enough to help you sharpen your thinking about the business you’re building, and the exit strategy you’re ultimately working towards, but also flexible enough so that you don’t become rigid and blind to new opportunities and market conditions that will invariably arise.

As my friend and fellow Maui Coach Jeff Hoffman (Co-Founder of likes to say, “Your business plan is more about the structured questions you regularly ask yourself than about the answers you come up with.”

We’ll also drill down from your three-year plan to map out your one-year plan using our proprietary 1-page Strategic Action Plan. This template will help you identify—in writing – your revenue targets, gross and operating profit goals, and the key metrics you’ll use to pace yourself as the year progresses.

Finally, you’ll drill down to concretely map out on one page your Q1, 2019 plan of action. This way you and your entire team will be laser focused as to exactly who needs to do what, by when, to reach your Q1 milestones.

The Maui Methodology For this 3-Day Intensive:

We’ll be teaching this workshop based on three building blocks…

Building Block One: A Proven Framework
This course was developed from actual real-world experiences of the Maui Coaches and thousands of our clients who have successfully done what we’re talking about in the course – scale and grow rich!

We’ll go straight to the answers that work, giving you a clear framework that takes the guesswork and trial and error out of your strategic planning.>

Building Block Two: Actual Case Studies
To make this framework easy to understand, you’ll be introduced to dozens of actual case studies of companies (both good and bad).

This way you are able to apply the ideas and strategies you’re learning in the workshop in a more straightforward manner.

Building Block Three: Dedicated Time to “DO” During the Workshop
We know that the moment you get back home, all your good intentions to sit down and do your strategic planning will go out the window.

That’s why we’re setting aside approximately 6-8 hours of “Do” time spaced out over the three days to have you wrestle with the big questions in your company and craft your strategic plan right there on the spot. This way, when you go home, you’ll leave with your concrete, written Strategic Action Plan for the year that you can immediately go back and share with your team.

“I’m ready David, give me the details!”

Logistical Details

Dates: February 21st – 23rd, 2025

Location: San Diego Marriott Mission Valley

Included is a special banquet on Friday night (a great time to dress up and enjoy your peers), networking and advisor lunches each day, and a Sunday dinner with a special surprise.

But Wait, It Gets Better – The Event Is Almost Certainly Tax Deductible

Knowing my CPA Kevin like I do, I’m sure he would tell you and his clients (many of whom are already registered for the event!) that this 3-day event is fully tax deductible for business owners.

I can hear his gravely bass voice saying, “According to IRC Section 162, a business owner can take the deduction for any business training that is directly connected with or pertaining to the business. In fact, Reg. 1.162-1(a)…”

You get the idea…. By having your business pay for the event you’ll literally save close to HALF the cost of the event, making your effective tuition $5,000 for two people to attend. Of course, we’re not your CPA and you’ll need to check with your accountant about the write off. But it’s hard to imagine that an existing business owner attending this event to grow his or her company couldn’t take the full write off.

We’ll even give you documentation for your tax records in case you had to defend the write off in an audit – bless Kevin and his attention to details!

In fact, Kevin will be there at the event giving us his best tax strategies to help us maximize our after-tax returns from our exit strategy and how to structurally reduce our Tax Drag along the way.

100% Unconditional Guarantee

For the past decade we’ve stood behind every event we’ve hosted and this exclusive business owner retreat is no different. Here is our written unconditional guarantee:

Join us for this powerful event. If after attending you are not totally thrilled with the value you got for any reason, simply let us know by the end of the event and we’ll give you a full and complete refund.

I don’t know how to be any fairer. All we ask on our end is that you attend and participate (how else would you know how valuable the workshop will be to your company?) If you don’t feel the workshop has delivered on the value you expected and wanted, just tell any staff member there onsite on Sunday night and you’ll get a full and prompt refund, no questions asked. Simple as that.

You literally have nothing to lose. Either the event exceeds your expectations or it’s free—and we’ll have paid for your meals too.

But you have to take action and join us there.

This is the time to step up and seize the opportunity. I urge you to reserve you and your partner’s seat before all the seats are filled. Once they are gone, they’re gone forever.

Of all the events we’re hosting in 2025, this one should be on your calendar. I strongly encourage you to secure your spot and start off the year on the right foot. We are limited by the space available at the hotel if this is anything like past years, we will sell out.

To reserve your seat and guarantee your participation, simply follow the instructions on the attached registration form.

I look forward to spending this time together focusing on your business and your strategic goal for 2025.

Your friend,
David Finkel
Maui Mastermind®

To reserve your seat and guarantee your participation, simply call or email us today:

[email protected]


Register Now!